SUZANNE M NORA JOHNSON AND DAVID G JOHNSON FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SUZANNE M NORA JOHNSON AND DAVID G JOHNSON FOUNDATION (EIN 13-3748062)
- Tax period
- 2024-02-01 to 2025-01-31
- Filed
- 2025-12-15
- IRS object ID
- 202543499349100404
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-12-15T05:44:12-05:00 | ReturnTs |
| Tax Period End | 2025-01-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MANHATTAN WEST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133748062 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUZANNE M NORA JOHNSON & DAVID G | BusinessNameLine1Txt |
| Business Name Line2 | JOHNSON FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % GOLDMAN SACHS AYCO | InCareOfNm |
| Business Name Control | SUZA | BusinessNameControlTxt |
| Phone | 9497944841 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4000 MacArthur Boulevard Ste 1000 | AddressLine1Txt |
| City | Newport Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Suzanne Nora Johnson | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9497944841 | PhoneNum |
| Signature | 2025-09-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Christine W DiIonna | PreparerPersonNm |
| PTIN | P00999533 | PTIN |
| Phone | 2127733000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $24,634,758 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,520,173 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $25,584 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25,584 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $430,859 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $430,859 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,974,623 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,269,632 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,974,623 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $22,055 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $22,055 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,973,294 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,453,121 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $50,649 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $50,649 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $15,871 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $15,871 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $44,000 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $114,120 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $68,270 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,850 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,441,080 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,441,080 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,555,200 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $68,270 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,442,930 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,418,094 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,384,851 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $18,307 | CashBOYAmt |
| Cash EOY | $3,909 | CashEOYAmt |
| Cash EOYFMV | $3,909 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $133,027 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $646,292 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $646,292 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $329,541 | CorporateStockBOYAmt |
| Corporate Stock EOY | $305,599 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,361,117 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,036,785 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,448,617 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,409,616 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $9,243,338 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,349,047 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $19,213,824 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,760,998 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,753,464 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,634,758 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $11,760,998 | CapitalStockBOYAmt |
| Capital Stock EOY | $14,753,464 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,760,998 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,753,464 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,760,998 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,753,464 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,760,998 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,418,094 | ExcessRevenueOverExpensesAmt |
| Other Increases | $977,510 | OtherIncreasesAmt |
| Subtotal | $18,156,602 | SubtotalAmt |
| Other Decreases | $3,403,138 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,753,464 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES GS 7837 | $4,035,968 | $121,205 | $3,914,763 | $3,914,763 | |
| PUBLICLY TRADED SECURITIES GS 1320 | $458,950 | $464,075 | -$5,125 | -$5,125 | |
| PUBLICLY TRADED SECURITIES GS 1593 | $515,945 | $523,729 | -$7,784 | -$7,784 | |
| PUBLICLY TRADED SECURITIES GS 7160 | $213,274 | $186,000 | $27,274 | $27,274 | |
| CAPITAL GAIN DIVIDENDS | $45,495 | P | |||
| CAPITAL GAIN DIVIDENDS | $45,495 | P | |||
| CAPITAL GAIN DIVIDENDS | $45,495 | P | |||
| CAPITAL GAIN DIVIDENDS | $45,495 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,974,623 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $60,949 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $60,949 | SubtotalAmt |
| Tax Based On Investment Income | $60,949 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $49,848 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $45,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $94,848 | TotalPaymentsAndCreditsAmt |
| Overpayment | $33,899 | OverpaymentAmt |
| Applied To ES Tax | $33,899 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDMAN SACHS AYCO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9497944841 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4000 MACARTHUR BLVD STE 1000 | AddressLine1Txt |
| City | Newport Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SUZANNE M NORA JOHNSON | ||||||||
| 4000 MacArthur Boulevard Ste 1000 | Newport Beach | CA | 92660 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| DAVID G JOHNSON | ||||||||
| 4000 MacArthur Boulevard Ste 1000 | Newport Beach | CA | 92660 | TRUSTEE | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDMAN SACHS & CO LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 WEST STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10282 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVT MANAGEMENT | ServiceTypeTxt |
| Compensation | $50,649 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $21,427,411 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $642,732 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $512,792 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,582,935 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,582,935 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $338,744 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,244,191 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,112,210 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,112,210 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $60,949 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $60,949 | TotalTaxAmt |
| Distributable Before Adj | $1,051,261 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,051,261 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,051,261 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,442,930 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,442,930 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,051,261 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,602,553 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,402,896 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,830,741 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $394,572 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $5,230,762 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,442,930 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,051,261 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,391,669 | RemainingDistriFromCorpusAmt |
| Total Corpus | $6,622,431 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,602,553 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,019,878 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,402,896 | ExcessFromYear4Amt |
| Excess From Year3 | $1,830,741 | ExcessFromYear3Amt |
| Excess From Year2 | $394,572 | ExcessFromYear2Amt |
| Excess From Current Year | $1,391,669 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SUZANNE M NORA JOHNSON | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SEE ATTACHED LIST | |||||||
| 4000 MacArthur Blvd Ste 1000 | Newport Beach | CA | 92660 | NONE | PC | GENERAL | $1,440,797 |
| SEE ATTACHED LIST | |||||||
| 4000 MACARTHUR BOULEVARD STE 1000 | NEWPORT BEACH | CA | 92660 | NONE | PC | GENERAL | $1,000,283 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,441,080 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,584 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $430,859 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,974,623 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PASSTHROUGH INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $22,055 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,453,121 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,453,121 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Johnson Trust UAS 39000 | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4000 MACARTHUR BOULEVARD STE 1000 | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,520,173 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1,043 SHS of GOLDMAN SACHS GROUP, INC | $500,342 | 2024-07-11 |
| 1 | 1,950 SHS of GOLDMAN SACHS GROUP, INC | $1,000,126 | 2024-10-11 |
| 1 | 3,167 SHS of GOLDMAN SACHS GROUP, INC | $1,900,501 | 2024-11-26 |
| 1 | 272 SHS of TESLA, INC | $119,204 | 2024-12-27 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $1,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,750 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Person | GOLDMAN SACHS CO LLC | ContractorPersonNm |
| Explanation | PROVIDES INVESTMENT MANAGEMENT SERVICES | ExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED GS #1593 | BondNm |
| EOY Book Value | $3,448,617 | EOYBookValueAmt |
| EOYFMV | $3,409,616 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| THE GOLDMAN SACHS GROUP, INC. | $21,313 | $980,452 |
| SOCIETE GENERALE S&P 500 | $0 | $0 |
| UBS AG S&P 500 | $23,000 | $23,398 |
| TORONTO DOMINION BANK S&P 500 | $32,000 | $33,645 |
| BNP PARIBAS S&P 500 | $0 | $0 |
| JPMORGAN CHASE & CO 02/25/2026 | $25,000 | $24,863 |
| MORGAN STANLEY FINANCE S&P 500 | $29,000 | $28,765 |
| BANK OF NOVA SCOTIA S&P 500 | $32,000 | $37,613 |
| CANADIAN IMPERIAL BANK S&P 500 | $32,000 | $38,220 |
| TESLA, INC | $31,286 | $110,051 |
| BOFA FINANCE LLC 12/17/2025 | $4,000 | $4,311 |
| CITIGROUP INC | $32,000 | $34,138 |
| NATIONAL BANK OF CANADA | $6,000 | $5,978 |
| JPMORGAN CHASE & CO.11/18/2026 | $7,000 | $7,124 |
| BOFA FINANCE LLC 10/07/2026 | $31,000 | $32,559 |
| JPMORGAN CHASE & CO.11/27/2024 | $0 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HOPE FEDERAL CREDIT UNION | $250,000 | $250,000 |
| GS PRIVATE CREDIT CORP CLASS I | $450,000 | $449,624 |
| SEE ATTACHED GS #1320 | $9,649,047 | $18,514,200 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| APPRECIATION OVER DONOR'S COST BASIS | $3,403,138 |
| FOR STOCK DONATED TO THE FOUNDATION | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEES | Desc |
| Revenue And Expenses Per Books | $100 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Passthrough Income | Desc |
| Revenue And Expenses Per Books | $22,055 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $22,055 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| APPRECIATION OVER DONOR'S COST BASIS | $0 |
| FROM STOCK DONATED OUT OF THE FOUNDATION | $977,510 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $50,649 | Amt |
| Net Investment Income | $50,649 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES PAID | CategoryTxt |
| Amt | $44,000 | Amt |